Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.9B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1 +$56.4M
2 +$53.8M
3 +$53.1M
4
PBR icon
Petrobras
PBR
+$52.7M
5
FIEG
FI Enhanced Global High Yield Exchange Traded Notes
FIEG
+$34.3M

Top Sells

1 +$58.7M
2 +$38.2M
3 +$37.8M
4
SBH icon
Sally Beauty Holdings
SBH
+$36.2M
5
TSM icon
TSMC
TSM
+$35.6M

Sector Composition

1 Financials 20.26%
2 Healthcare 14.53%
3 Technology 12.41%
4 Industrials 7.4%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$81.9M 0.17%
2,432,883
-970,680
77
$81.7M 0.17%
2,039,163
-12,818
78
$81.3M 0.17%
763,423
-212,060
79
$80.8M 0.17%
3,940,104
-836,428
80
$80.7M 0.17%
2,768,040
-9,499
81
$78.1M 0.17%
2,976,616
-48,312
82
$77.4M 0.17%
2,328,069
-30,635
83
$75.1M 0.16%
2,149,221
-1,505
84
$73.9M 0.16%
1,069,460
+3,145
85
$71.8M 0.15%
2,371,254
-18,045
86
$71.7M 0.15%
477,504
-8,722
87
$71.3M 0.15%
321,527
-4,345
88
$70.9M 0.15%
999,554
-127,556
89
$70.9M 0.15%
1,203,229
-472,308
90
$70.4M 0.15%
1,698,707
-8,177
91
$70.3M 0.15%
4,226,833
+18,434
92
$69.1M 0.15%
2,040,041
+196,227
93
$68.6M 0.15%
909,858
-8,183
94
$68.2M 0.15%
3,363,414
+400,420
95
$68.1M 0.15%
1,907,663
-35,105
96
$67.4M 0.14%
2,944,905
-2,615
97
$66.6M 0.14%
3,305,028
+21,980
98
$65.3M 0.14%
661,207
-3,935
99
$64.7M 0.14%
4,452,211
-1,806,350
100
$63.9M 0.14%
1,431,188
+2,890